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Schools

Making a Difference...One Child's Future at a Time:Financial and Legal Planning Workshop for Special Needs Parents

Deborah Berliner, Neighbor

Winston Prep, Norwalk, is hosting a financial planning and legal workshop for special needs parents and the community at large with Stephen Ehrens, CPA and Financial Advisor, Northwestern Mutual Financial Network and Attorney James Funnell, Jr. Principal, Hermenze and Marcantonio, LLC.

Top 5 Topics to be Discussed:

  • What parents need to know about planning for the future and lifetime of a child with a disability utilizing special needs trusts.
  • Navigating the legal maze
  • Learn how to compose a letter of intent
  • Providing families with financial solutions to meet their expectations
  • Tax Tips -  Tax deductions for special needs families for educational and related costs

Planning now for your financial and legal needs tomorrow will bring peace of mind and empowerment for the future of your famiily.

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